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Welltower
WELL

Overview Fund Activity

1,211 hedge funds and large institutions have $92.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 522 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+100
Holders Change %
+9%
% of All Funds
16.45%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
188
Increased
522
Reduced
331
Closed
67
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$842M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$402M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$401M
4
Morgan Stanley
Morgan Stanley
New York
+$323M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$269M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$905M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$366M
3
Cohen & Steers
Cohen & Steers
New York
-$320M
4
ZP
Zimmer Partners
New York
-$226M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
1176
City Holding Co
West Virginia
$4.75K +$4.75K +31 New
TFM
1177
TFC Financial Management
Massachusetts
$4.61K – – –
PWA
1178
Principia Wealth Advisory
Texas
$4.39K +$2.26K +16 +107%
MEG
1179
Millstone Evans Group
Colorado
$3.52K – – –
PWMG
1180
Private Wealth Management Group
New Jersey
$3.37K – – –
MFT
1181
Moisand Fitzgerald Tamayo
Florida
$3.37K – – –
NL
1182
NVWM LLC
Pennsylvania
$2.91K +$460 +3 +19%
DSC
1183
Duncker Streett & Co
Missouri
$2.61K – – –
TWD
1184
True Wealth Design
Ohio
$2.48K +$1.55K +10 +167%
RPA
1185
Redwood Park Advisors
California
$2.3K – – –
TCA
1186
Trifecta Capital Advisors
Illinois
$2.3K – – –
ACM
1187
Anfield Capital Management
California
$2.15K -$2.15K -14 -50%
CAC
1188
Core Alternative Capital
Georgia
$2.15K – – –
CIAS
1189
CBIZ Investment Advisory Services
Ohio
$1.84K +$1.84K +12 New
BL
1190
BFSG LLC
California
$1.69K +$1.69K +11 New
PMFA
1191
Plante Moran Financial Advisors
Michigan
$1.69K -$5.36K -35 -76%
CYG
1192
Clean Yield Group
Vermont
$1.69K – – –
WW
1193
Winnow Wealth
Texas
$1.56K +$568 +4 +57%
ACA
1194
American Capital Advisory
Idaho
$1.53K +$1.53K +10 New
JFG
1195
JDM Financial Group
Texas
$1.53K – – –
STB
1196
S&T Bank
Pennsylvania
$1.53K +$1.53K +10 New
GA
1197
GoalVest Advisory
New York
$1.53K +$1.53K +10 New
1IA
1198
1620 Investment Advisors
Massachusetts
$1.46K – – –
BMC
1199
Bear Mountain Capital
Washington
$1.08K +$1.08K +7 New
SFCL
1200
Strengthening Families & Communities LLC
Massachusetts
$1.07K +$153 +1 +17%
46 47
48
49 50